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Nonprofit · EIN 47-6060035

HAZEL S PUTNEY UNL FDN TUW 58041550

Also known as L

Tax-exempt · MILWAUKEE, WI 53201

Financials

$22K$53K2023$73K$40K2024
Revenue Expenses · by fiscal year end
Financials of HAZEL S PUTNEY UNL FDN TUW 58041550 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$72,792$39,793$32,999$781,201$0$781,201
July 31, 2024990-PF$21,739$53,068-$31,329$748,199$0$748,199
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Dividends
$28,336
Net gain from sales of assets
$44,445
Other income
$11

Expenses

Grants and similar amounts paid
$24,230
Compensation of officers, directors and key employees
$13,608
Disbursements for charitable purposes
$27,091
Excise tax on investment income
$838

Balance sheet and other

Total assets, start of year
$748,199
Total assets, end of year
$781,201
Total liabilities, end of year
$0
Net assets, end of year
$781,201
Fair market value of assets
$886,189
Qualifying distributions
$27,091
Net investment income
$72,770

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$13,608
990-PF for the year ended July 31, 2024: 1 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$12,668

Address and contacts

Address (IRS master file)
PO BOX 634, MILWAUKEE, WI 53201-0634
In care of
% TRUST TAX SERVICE
Signed the 990-PF
U S BANK N A BY, TRUSTEE
Phone
(888) 265-7962
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
47-6060035
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1973
Accounting year ends
July
Files
Form 990-PF
Category (NTEE)
Education (B43I)
Assets (IRS master file)
$781,201
Income (IRS master file)
$401,494

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$72,792$39,793$781,201XML
990-PFJuly 2024$21,739$53,068$748,199XML
990-PFJuly 2023–––IRS
990-PFJuly 2022–––IRS
990-PFJuly 2021–––IRS
990-PFJuly 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-6060035).

Questions about HAZEL S PUTNEY UNL FDN TUW 58041550

What is the EIN of HAZEL S PUTNEY UNL FDN TUW 58041550?
The employer identification number (EIN) of HAZEL S PUTNEY UNL FDN TUW 58041550 is 47-6060035.
Is HAZEL S PUTNEY UNL FDN TUW 58041550 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
Are donations to HAZEL S PUTNEY UNL FDN TUW 58041550 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HAZEL S PUTNEY UNL FDN TUW 58041550 file?
Form 990-PF. Private foundations file every year.
When is the next return of HAZEL S PUTNEY UNL FDN TUW 58041550 due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HAZEL S PUTNEY UNL FDN TUW 58041550 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of HAZEL S PUTNEY UNL FDN TUW 58041550?
The 990-PF for the year ended July 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $13,608 (US BANK N A, TRUSTEE).
How much revenue does HAZEL S PUTNEY UNL FDN TUW 58041550 have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $72,792, expenses of $39,793 and total assets of $781,201 at year end.

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